Matter Events - Advanced Matter Management Matter Events - Advanced Matter Management

Matter Events - Advanced Matter Management

Matter Events lets you create and track important dates inside a legal matter.

Examples:

  • Court hearings

  • Contract deadlines

  • Internal reviews

  • Settlement milestones

Available only to Advanced Matter Management customers.
Contact your Customer Success Manager to enable.

  1. Where Can You View Events?

  2. How to Create a Matter Event

  3. What Details Can you Add to an Event

  4. Editing an Event 


Where Can You View Events?

  • Events Tab (Inside the Matter) 
  • Events Tile (Matter Summary Tab) - Displays the next five upcoming events for quick visibility.
  • Events Tab (Home Page)

Click any event to open full details.


How to Create a Matter Event

  1. Open the relevant Matter

  2. Click the Events tab

  3. Select Add Event

  4. Enter event details

  5. Click Save

The event is immediately visible to assigned users.


What Details Can You Add to an Event?

Each event includes:

  • Title (required)

  • Date & Time (customer time zone)

  • Location (free text: court, office, Zoom link, etc.)

  • Description (optional notes)

  • Participants (Brightflag users only - All event participants are added as matter participants) 

All assigned participants can view event details.


Editing an Event

You can edit the following data points: 

  1. Location
  2. Date
  3. Participants
  4. Description

You cannot delete an event.